Retirement Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Retirement Group’s Portfolio CGCP Stock Details CGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$9.52M	Buy	+423,817	New	+$9.53M	3.41%	7

Other funds holding CGCP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Retirement Group's CGCP Position: Q1 2024 in Review

Retirement Group opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q1 2024: 423,817 shares worth $9.52M. The stake represents 3.41% of the portfolio and ranks #7 among its holdings.

171 funds tracked by Wall St. Rank hold CGCP as of Q1 2024.

Retirement Group held 423,817 shares of Capital Group Core Plus Income ETF worth $9.52M as of Q1 2024.
Capital Group Core Plus Income ETF was a new Retirement Group position in Q1 2024.
Capital Group Core Plus Income ETF made up 3.41% of Retirement Group's portfolio in Q1 2024, its #7 holding.
171 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.